Screener
FRWD vs CTA
Nomura Transformational Technologies ETF vs Simplify Managed Futures Strategy ETF
Key differences
FRWD is an equity ETF, while CTA is an alternative ETF. FRWD charges 0.65% a year and CTA 0.75%.
- FRWD is an equity fund, while CTA is an alternative fund. They carry different risk/return profiles.
- FRWD follows a active selection strategy; CTA uses systematic alpha.
- FRWD costs 0.10% less per year.
- CTA is much larger than FRWD. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FRWD | CTA | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.75% |
| Fund size (AUM) | $223M | $1.6B |
| Since | 2026 | 2022 |
| Dividend yield | — | 5.05% |
| Asset class | equity | alternative |
| Region | — | — |
| Strategy | active selection | systematic alpha |
| CAGR 1Y | N/A | +12.2% |
| CAGR 3Y | N/A | +10.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.51 |
| Volatility 1Y | — | 20.23% |
| Max drawdown | -18.49% | -18.07% |
Similar to FRWD and CTA
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